Suggestions

change colors and add type of task such as NOTARY SIGNATURE that is not there.

We need the virtual PBX application to be able to send events to the CRM to collect a contact's record (if any) from their phone number. That is to say: if an agent receives a call, the application would send an event to a CRM Endpoint so that the agent could open the contact's file.

That you can schedule the sending of emails at the time you want to select

Be able to customize the types of tasks in the Activities. Ex: WhatsApp

To be able to configure the days that must pass without having tasks planned with a contact to be considered an “unattended contact”. It would be useful for each user to be able to choose what range of days should pass depending on the internal management of each business. As we can do with currently “stuck” contacts.

It was really good for me to see the contacts in order of entry, but as it stands now, the only time information I see is the last update. Filtering by “Created” I still don't know if the first on the list are the last to enter, because the data I have is the last update. Could we be able to modify the fields that we see by default in the CRM? For example, being able to have the latest entries and also the last update of the contact to get a clearer idea. Now there are: “Name”, “Responsible”, “Contact”, “Tasks”, “Last Action”, “Stage”, “Demand”, “Property” and “Source”. It would be nice to be able to configure it to best visualize what each one needs.

I think it's necessary nowadays for invoices to be sent automatically every month. Otherwise, companies waste a lot of time logging into each platform to download them. So I recommend that you join the car. Thank you!

It would be ideal to be able to define more than one funnel stage by default. Example: If I have two different forms on my website for lawsuits and owners, it would be interesting if I could automatically define a default funnel stage for each case independently.

I would like to suggest that you set the option of being able to invite colleagues who are in the same space in Witei to tasks.

Include distribution lists from the CRM to be able to send campaigns to users in bulk. Sending messages, documents, owners area to owners Notifications of tasks, visits Direct communication with lawsuits, landlords and other contacts Shipping of one or more properties When you submit the property via Whatsapp, using the “Share on WhatsApp” button, a task is generated indicating that it has been submitted by this means. To be able to send a message from WhatsApp by selecting several contacts at the same time, for example the option on WhatsApp to “broadcast a message”. For example, select 50 contacts, go to select an action and send a message to your WhatsApp.